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American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFD
1751
Boit C.F. David
$284K +$210K +1,125 +281%
AT
1752
Arden Trust
Delaware
$284K -$61.1K -326 -18%
MAG
1753
Mayfair Advisory Group
Alabama
$284K – – –
KPWG
1754
KFA Private Wealth Group
Virginia
$283K – – –
NB
1755
Northwest Bancshares
Pennsylvania
$283K – – –
NL
1756
NWAM LLC
Washington
$282K +$282K +1,505 New
WA1
1757
Wimmer Associates 1
California
$281K – – –
AWA
1758
Amplius Wealth Advisors
Pennsylvania
$281K +$7.49K +40 +3%
PAS
1759
Professional Advisory Services
Florida
$281K – – –
PIA
1760
Perennial Investment Advisors
California
$281K +$6K +32 +2%
CIA
1761
Compass Ion Advisors
Pennsylvania
$280K -$4.12K -22 -1%
MCM
1762
MV Capital Management
Maryland
$280K -$8.06K -43 -3%
SMC
1763
Smith, Moore & Co
Missouri
$279K +$279K +1,492 New
HCP
1764
Hexagon Capital Partners
Arkansas
$279K +$9.17K +49 +3%
HWA
1765
HHM Wealth Advisors
Tennessee
$278K +$31.8K +170 +13%
DAM
1766
Delta Asset Management
Tennessee
$278K – – –
HI
1767
Humankind Investments
New York
$278K -$5.43K -29 -2%
MLL
1768
Moody Lynn & Lieberson
Massachusetts
$278K – – –
WAM
1769
Walker Asset Management
Missouri
$277K +$277K +1,479 New
VCM
1770
Virtue Capital Management
Tennessee
$276K +$21.1K +112 +8%
CW
1771
CIC Wealth
Maryland
$276K +$9.37K +50 +4%
ZB
1772
Zions Bancorporation
Utah
$275K +$187 +1 +0.1%
GDP
1773
Great Diamond Partners
Maine
$275K -$4.68K -25 -2%
RIM
1774
Rakuten Investment Management
Japan
$274K +$274K +1,460 New
SIMG
1775
Sonora Investment Management Group
Arizona
$274K +$375 +2 +0.1%
69 70
71
72 73